{"id":2397,"date":"2025-11-27T13:42:26","date_gmt":"2025-11-27T13:42:26","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2397"},"modified":"2025-11-27T13:42:26","modified_gmt":"2025-11-27T13:42:26","slug":"cisco-po-serii-neuspesnych-kvartalu-opet-roste-podari-se-mu-toto-tempo-udrzet","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/11\/27\/cisco-po-serii-neuspesnych-kvartalu-opet-roste-podari-se-mu-toto-tempo-udrzet\/","title":{"rendered":"Cisco po s\u00e9rii ne\u00fasp\u011b\u0161n\u00fdch kvart\u00e1l\u016f op\u011bt roste. Poda\u0159\u00ed se mu toto tempo udr\u017eet?"},"content":{"rendered":"\n<p><strong>V Silicon Valley moment\u00e1ln\u011b panuje nezpochybniteln\u00fd optimismus, p\u0159i\u010dem\u017e Cisco dokazuje, \u017ee tato euforie se net\u00fdk\u00e1 jen AI startup\u016f nebo \u0161pi\u010dky technologick\u00e9ho sv\u011bta. Veter\u00e1n technologick\u00e9ho pr\u016fmyslu, kter\u00fd kdysi definoval \u00e9ru internetu, nab\u00edr\u00e1 nov\u00fd dech. Po \u010dty\u0159ech \u010dtvrtlet\u00edch poklesu se spole\u010dnosti pod veden\u00edm Chucka Robbinse poda\u0159ilo op\u011bt vr\u00e1tit na r\u016fstovou trajektorii a z\u00e1rove\u0148 p\u0159esv\u011bd\u010dit trh, \u017ee v \u00e9\u0159e AI dok\u00e1\u017ee zast\u00e1vat kl\u00ed\u010dovou roli.<\/strong><\/p>\n\n\n\n<p><strong>N\u00e1vrat d\u016fv\u011bry investor\u016f<\/strong><\/p>\n\n\n\n<p>Za prvn\u00ed kvart\u00e1l fisk\u00e1ln\u00edho roku 2026 Cisco p\u0159ekro\u010dilo o\u010dek\u00e1v\u00e1n\u00ed analytik\u016f London Stock Exchange Group (LSEG), a to ve v\u0161ech kl\u00ed\u010dov\u00fdch ukazatel\u00edch. Upraven\u00fd zisk na akcii, oproti o\u010dek\u00e1van\u00fdm 0,98 USD, dos\u00e1hl 1 USD, p\u0159i\u010dem\u017e tr\u017eby meziro\u010dn\u011b vzrostly o 8 procent na 14,88 miliardy USD*. Spole\u010dnosti se z\u00e1rove\u0148 poda\u0159ilo optimalizovat intern\u00ed procesy, o \u010dem\u017e sv\u011bd\u010d\u00ed \u010dist\u00fd zisk na \u00farovni 2,86 miliardy USD, tedy o 5,5 procenta v\u00edce ne\u017e p\u0159ed rokem. Nejv\u011bt\u0161\u00ed z\u00e1sluhu na t\u011bchto \u010d\u00edslech m\u00e1 standardn\u011b divize zab\u00fdvaj\u00edc\u00ed se networkingem. Ta v porovn\u00e1n\u00ed s minul\u00fdm rokem vzrostla o 15 procent, konkr\u00e9tn\u011b na 7,77 miliardy USD. J\u00e1dro podnik\u00e1n\u00ed Cisca tak v kone\u010dn\u00e9m d\u016fsledku potvrdilo, \u017ee obdob\u00ed \u00fatlumu po pandemii a oslaben\u00fdch kapit\u00e1lov\u00fdch investic\u00edch firem je pry\u010d. Neodmyslitelnou sou\u010d\u00e1st\u00ed kvart\u00e1ln\u00edch v\u00fdsledk\u016f je samoz\u0159ejm\u011b reakce ceny akci\u00ed. Hodnota Cisca se v n\u00e1vaznosti na zve\u0159ejn\u011bn\u00ed \u010d\u00edsel zv\u00fd\u0161ila o 7 procent \u2013 od za\u010d\u00e1tku roku tak investo\u0159i mohou u t\u00e9to investice vid\u011bt zhodnocen\u00ed o 25 procent.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"604\" height=\"419\" src=\"https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/11\/image-1.png\" alt=\"Obsah obr\u00e1zku text, \u0159ada\/pruh, Vykreslen\u00fd graf, P\u00edsmo\n\nObsah generovan\u00fd pomoc\u00ed AI m\u016f\u017ee b\u00fdt nespr\u00e1vn\u00fd.\" class=\"wp-image-2398\" srcset=\"https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/11\/image-1.png 604w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/11\/image-1-300x208.png 300w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/11\/image-1-392x272.png 392w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/11\/image-1-130x90.png 130w, https:\/\/www.iforbes.cz\/wp-content\/uploads\/2025\/11\/image-1-600x417.png 600w\" sizes=\"(max-width: 604px) 100vw, 604px\" \/><figcaption>V\u00fdkonnost ceny akci\u00ed spole\u010dnosti Cisco za posledn\u00edch p\u011bt let* Zdroj: TradingEconomics<\/figcaption><\/figure><\/div>\n\n\n\n<p><strong>Cisco a AI<\/strong><\/p>\n\n\n\n<p>V r\u00e1mci nejnov\u011bj\u0161\u00edch kvart\u00e1ln\u00edch v\u00fdsledk\u016f investory pot\u011b\u0161ilo tak\u00e9 to, \u017ee Cisco pokra\u010duje v \u00fasil\u00ed p\u0159izp\u016fsobit se nejnov\u011bj\u0161\u00edm trend\u016fm ve sv\u011bt\u011b technologi\u00ed. Ur\u010dit\u011b v\u00e1s nep\u0159ekvap\u00ed, \u017ee \u00fast\u0159edn\u00edm t\u00e9matem je um\u011bl\u00e1 inteligence. Spole\u010dnost ozn\u00e1mila, \u017ee jen za uplynul\u00fd kvart\u00e1l z\u00edskala na objedn\u00e1vk\u00e1ch spojen\u00fdch s AI infrastrukturou v\u00edce ne\u017e 1,3 miliardy USD. Podle detailn\u011bj\u0161\u00edch vyj\u00e1d\u0159en\u00ed firmy \u0161lo o dod\u00e1vky pro nejv\u011bt\u0161\u00ed poskytovatele cloudov\u00fdch slu\u017eeb a datov\u00fdch center. Cisco sou\u010dasn\u011b p\u0159edstavilo i novou generaci ethernetov\u00fdch p\u0159ep\u00edna\u010d\u016f zalo\u017een\u00fdch na \u010dipech od Nvidie. Veden\u00ed firmy nav\u00edc stanovilo v\u00fdhled, \u017ee se z tohoto segmentu pravd\u011bpodobn\u011b stane miliardov\u00e1 p\u0159\u00edle\u017eitost, proto\u017ee v\u00edce klient\u016f nevyhnuteln\u011b pot\u0159ebuje modernizovat ji\u017e existuj\u00edc\u00ed s\u00ed\u0165ovou infrastrukturu.<\/p>\n\n\n\n<p><strong>V\u00fdhled na dal\u0161\u00ed obdob\u00ed<\/strong><\/p>\n\n\n\n<p>V nejbli\u017e\u0161\u00ed dob\u011b spole\u010dnost \u010dek\u00e1 zve\u0159ejn\u011bn\u00ed v\u00fdsledk\u016f za druh\u00fd kvart\u00e1l, ve kter\u00e9m veden\u00ed o\u010dek\u00e1v\u00e1 tr\u017eby v rozmez\u00ed od 15 do 15,2 miliardy USD, co\u017e op\u011bt p\u0159evy\u0161uje konsenzus analytik\u016f LSEG. Zv\u00fd\u0161en byl tak\u00e9 celoro\u010dn\u00ed v\u00fdhled \u2013 firma aktu\u00e1ln\u011b po\u010d\u00edt\u00e1 s tr\u017ebami 60,2 a\u017e 61 miliard USD, p\u0159i upraven\u00e9m zisku na akcii v rozmez\u00ed od 4,08 a\u017e 4,14 USD. Tato data nazna\u010duj\u00ed, \u017ee spole\u010dnost v\u011b\u0159\u00ed v udr\u017een\u00ed stabiln\u00edho r\u016fstu, zejm\u00e9na d\u00edky pokra\u010duj\u00edc\u00edmu o\u017eiven\u00ed v oblasti datov\u00fdch center a r\u016fstu AI segmentu jako celku.<\/p>\n\n\n\n<p><strong>Ol\u00edvia Lacenov\u00e1, analyti\u010dka <\/strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.wonderinterest.com\/cs\" target=\"_blank\"><strong>Wonderinterest Trading Ltd.<\/strong><\/a><\/p>\n\n\n\n<p><em>Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>V Silicon Valley moment\u00e1ln\u011b panuje nezpochybniteln\u00fd optimismus, p\u0159i\u010dem\u017e Cisco dokazuje, \u017ee tato euforie se net\u00fdk\u00e1 jen AI startup\u016f nebo \u0161pi\u010dky<\/p>\n","protected":false},"author":1,"featured_media":2399,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[350,522,190,524,523,93],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2397"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2397"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2397\/revisions"}],"predecessor-version":[{"id":2400,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2397\/revisions\/2400"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2399"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2397"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2397"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2397"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}